ENGCX Mutual Fund
ENGCX Mutual Fund
ENGCX Mutual Fund
Vest US Large Cap 20% Buffer Strategies Fund Class C
ENGCX Mutual Fund Overview
ENGCX Mutual Fund (Vest US Large Cap 20% Buffer Strategies Fund Class C) is managed by CBOE Vest with $2.4M in net assets. ENGCX expense ratio is 1.95%, holding 39 positions across sectors including Financials. Inception date: 2018-07-24.
ENGCX performance shows a YTD return of 3.91%. The 1-year return is 7.69% and the 5-year return is 5.90%.
ENGCX top holdings include Call Spdr S&P 500 Etf 05/19/2027 C0.02 (57.0%), Call Spdr S&P 500 Etf 04/21/2027 C0.02 (46.7%), Federated Treasury Obligations Money Market Fund, Institutional Shares, 1.50% (b) (0.6%), Put State Street Spdr 04/21/2027 P699.93 (0.4%), Travelers Cos Inc Sr Unsecured 07/55 5.7 (0.3%). Go to all ENGCX holdings, ENGCX sectors, or ENGCX dividends.
ENGCX can be compared against other funds. Use ENGCX overlap to find shared positions, or ENGCX vs another fund for a side-by-side view. ENGCX alternatives are available via the screener, along with tax-loss harvesting opportunities.